ENVOY GLOBAL LOCAL REGULATION TERMS

Effective Date: 10 February 2025

UK Client Care Protocol

The Local Regulation Terms constitutes part of the contract between You and Us (the “Agreement”) and applies where You are receiving UK-inbound immigration services from one of Envoy Global’s Affiliate Local Representatives, Smith Stone Walters Limited or Envoy Global United Kingdom Limited.

1. OUR REGULATORY REGISTRATION AND YOUR REGULATED ADVISOR

1.1. The Immigration Advice Authority (“IAA”) is a public body that regulates immigration advice and services within the UK.

1.2. Smith Stone Walters Limited a private limited company with company number 04132445 whose registered address is Hanover Place 8, Ravensbourne Road, Bromley, Kent, England, BR1 1HP and Envoy Global United Kingdom Limited a private limited company with company number 12211243 whose registered address is 49 Greek Street, London, England, W1D 4EG (collectively, “UK Local Representatives”) are registered and regulated by the IAA and can provide immigration advice and services within the UK Immigration Rules or Nationality Law. The registration numbers are F202000157 and F200100066, respectively.

1.3. A suitable and Regulated/Registered Advisor will be assigned and be responsible for each matter You instruct. The Advisor will be made known to You at the start of each matter.

2. SPECIFIED UK SERVICES

2.1. The Agreement includes advice, applications, filings, and appeals under applicable UK Immigration Rules, UK Nationality Laws and associated guidance in which our Level of IAA Registration permits to advise or otherwise provide such service on for or on Your behalf.

3. FEES AND PAYMENT

3.1. Provisions regarding the charges associated with UK-inbound immigration services furnished to You are set forth in the Agreement.

4. YOUR FILE AND CONFIDENTIALITY

4.1. The IAA requires UK Local Representatives to keep a copy of Your file for at least 6 years after Your case is closed and may be audited by the IAA at any time.

4.2. Your confidential information will be protected in accordance with the confidentiality and data privacy terms set forth in the Agreement and in accordance with the Envoy Global Privacy Policy.

5. AUDIT OF FILES

5.1. The UK Local Representatives are a firm regulated by the IAA, and as such, UK Local Representatives are authorised to provide immigration advice. To comply with the requirements of the Immigration and Asylum Act 1999, the UK Local Representatives may be required to submit Your file to the IAA for audits to ensure that the advice provided is of a professional standard and meets the codes of practice as issued by the IAA.

6. PROFESSIONAL INDEMNITY INSURANCE

6.1. UK Local Representatives are covered by Professional Indemnity Insurance, in place for Your protection. The purpose of this insurance is to cover any compensation You may need to pay to correct a mistake or any costs due to negligence, misrepresentation, and/or inaccurate advice which may cause, or contribute to, financial or other loss.

7. TERMINATION OF RETAINER

7.1. Your engagement may be terminated in accordance with the terms set forth in the Agreement. In the event You terminate Matters prior to completion, the Agreement shall outline the percentage of fees to be refunded.

8. MONEY LAUNDERING AND TERRORISM

8.1. Due to laws on money laundering and terrorism, only specified methods of payment can be accepted. You acknowledge that (a) UK Local Representatives conduct internal anti-money laundering diligence and (b) the Proceeds of Crime Act 2007 require UK Local Representatives to report to the relevant authorities if there are reasonable ground to suspect Your funds constitute proceeds of a crime. In such an event, UK Local Representatives are prohibited from notifying You before such a report is filed. Therefore, You are advised to adhere to industry-standard payment methods, e.g., via bank transfer.

9. COMPLAINTS PROCEDURE

9.1. If You have any concerns regarding the conduct of Your Matter at any stage, please raise them with the case manager assigned to Your Matter, preferably in writing.

9.2. Alternatively, You may direct any complaints to our team at ukcomplaints@envoyglobal.com who will investigate your concerns. All complaints will be acknowledged within two (2) working days of the complaint being made and a response to Your compliant will be provided within fifteen (15) working days of Your complaint, either via email, the Platform, or another method as mutually agreed.

9.3. If the UK Local Representative cannot resolve matters to Your satisfaction or wish to pursue Your complaint through other channels, You may contact the IAA at any time.

9.4. The IAA may be contacted at info@immigrationadviceauthority.gov. Emails will be passed on to the correct team to deal with Your concerns. Alternatively, the IAA can be reached at +44 (0) 345 000 0046 or Postal address: Immigration Advice Authority, PO Box 567, Dartford DA1 9XW.

9.5. As part of its regulatory role, the IAA may review Your file.

10. KEEPING IN TOUCH

10.1. You shall be informed about the progress of work undertaken on Your behalf.

10.2. UK Local Representatives have a zero-paper policy and will only communicate via the Platform, electronic mail, or video conferencing. If You prefer an alternative method of communication, please speak with Your case manager.

10.3. When a Matter is complete, You (and the applicant) will be informed of the outcome and appraised of whether further action is needed.

10.4. Most applications will require a future extension application, and UK Local Representatives track visa expiration dates when provided on the Platform, and reminders are sent approximately six (6) months in advance. However, You and each applicant are responsible for tracking and monitoring any UK visa expiry dates. You are responsible to ensure each applicant has legal permission to remain employed, continue residing in the UK, and not overstay applicable the immigration status.